The five pension funds in the New York City Retirement Systems have jumped into the proposed $8.4 billion takeover of ...

The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...

Baker Botts LLP will have to face fiduciary breach and unjust enrichment claims from the co-founder of an investment advisory firm who was sentenced to prison, a New York appellate court ruled ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

O’Neil invests over $1 million in the mutual fund, but Munoz’s investments could be higher. He invests just over $50,000 in the ETF. The firm has adapted well to investor preferences that have ...

Today, Vanguard's fund lineup has expanded far beyond its mutual fund roots to include 88 exchange-traded funds. Yet, somewhat ironically, Vanguard's late founder and chairman, John Bogle ...

If you agree with this perspective, then accessing short-term Treasurys through an exchange-traded fund (ETF) can provide safety of principal while delivering monthly income. "Treasury ETFs allow ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Doug Whiteman is an award-winning journalist with three decades of experience covering personal ...

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